+34.8%
REG vs VOO
+315.9%
-281.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | -0.3% | +0.1% | -0.5% | -0.5% |
| 30D | -4.8% | +0.1% | -4.9% | -4.9% |
| 3M | -0.9% | +2.0% | -2.9% | -3.1% |
| 6M | -3.6% | +13.0% | -16.7% | -14.2% |
| YTD | +11.1% | +13.6% | -2.5% | -1.7% |
| 1Y | +6.5% | +20.1% | -13.6% | -10.6% |
| 3Y | +36.1% | +77.6% | -41.5% | -22.6% |
| 5Y | +32.7% | +82.4% | -49.8% | -26.8% |
| All | +34.8% | +315.9% | -281.1% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling